2013-14
ANNUAL REPORT
UNITED WAY 2013-14 Annual Report Final pg 1-48.indd 1
HFUW.ORG
HEART OF FLORIDA
10/9/2014 11:22:52 AM
“ MISSION: OUR ” TO IMPROVE LIVES BY MOBILIZING THE
CARING POWER OF OUR COMMUNITY
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TABLE OF CONTENTS A Joint Message from the Board Chair and President/CEO...................... 4 A Collaborator......................................................................................... 6 Collaborating on Education..................................................................... 8 Collaborating on Income....................................................................... 10 Collaborating on Health........................................................................ 12 Collaborating on Basic Needs............................................................... 14 2013-2014 Partner Agencies................................................................ 16 A Convener............................................................................................ 18 Collective Impact for Kids..................................................................... 20 Convening Volunteers............................................................................ 22 Women’s Leadership Council................................................................. 24 Emerging Leaders................................................................................. 26 A Contributor......................................................................................... 28 Contributing Resources......................................................................... 30 Contributing Financial Capacity........................................................... 32 A Campaigner....................................................................................... 34 Fundraising Campaign......................................................................... 36 Chef’s Gala............................................................................................ 38 Leadership Giving................................................................................. 40 Alex de Tocqueville................................................................................ 41 Victory Celebration................................................................................ 42 Our Volunteers....................................................................................... 44 Board of Directors................................................................................. 46
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Heart of Florida United Way’s impact is felt every day. This year provided some unique opportunities to see that impact in action. A delay in government grants threatened dozens until United Way stepped in with $750,000 in emergency funding. Children’s Summit became such a catalyst for community change that it spun into multiple events. And the Healthy Youth Collaborative demonstrated how powerful a holistic, cross-sector effort can be. Each time United Way stepped out, we showed our strength of influence as a convener, collaborator, contributor and campaigner. United Way is each of those in every area of our work, and that is as impactful as the $26.6 million we managed and distributed to those in need. On behalf of the hundreds of thousands of lives touched by United Way’s work, thank you to our volunteers, donors and supporters who made this year possible.
2013-14: THE YEAR IN REVIEW
34 OU TO F
A JOINT MESSAGE FROM
THE BOARD CHAIR & PRESIDENT
CLIENTS IMPROVED THEIR HEALTH
97
%
of clients remained stable following United Way intervention
66,344 CLIENTS RECEIVED
EMERGENCY ASSISTANCE
9,400 MORE THAN
STUDENTS SERVED
THIS YEAR THROUGH UNITED WAY PROGRAMS
65
% %
OBTAINED
FAMILY-SUSTAINING
EMPLOYMENT
58,717 VOLUNTEER HOURS
LIVE UNITED,
John Moskos
Robert H. (Bob) Brown
Board Chair, HFUW
President/CEO, HFUW
4
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INVESTED $1 IN PREVENTION
Invested in
70
programs with 49 partner agencies
$$7 SAVED IN INTERVENTION
400,441 total clients served
49% of clients served were children (ages birth to 19)
26.6 MILLION
$
RAISED, MANAGED & DISTRIBUTED
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United Way’s ability to work in concert with partners agencies, business, government and civic leaders helps to ensure that most effective and efficient solutions to community problems can be found. Collaboration taps into different perspectives and areas of expertise to create a holistic approach to things like education, parenting or employment.
COLLABORATOR “
REACH OUT A HAND TO ONE AND
INFLUENCE THE CONDITION OF ALL
”
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EDUCATION
INCOME
HEALTH
BASIC NEEDS 7
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COLLABORATING ON
EDUCATION CREATING
OPPORTUNITIES United Way’s $2.5 million investment into cradle to career programs this year means access to quality, early education, mentoring and literacy programs for older grade levels and innovative tools for college and tech school-bound students.
STUDENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:
85 of children were developmentally on target
%
89 of children demonstrated kindergarten readiness
%
78
%
of children and youth were performing at grade level in reading/math
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UNITED WAY
AT WORK: TOGETHER FOR TOMORROW
Over 800 Together for Tomorrow volunteers clocked 8,298 hours at 14 schools last year.
WHAT MATTERS
“
Service learning has dramatically improved the quality of my course curriculum and has given the Together for Tomorrow program and schools more volunteers. Doreen Collins-McHugh Psychology Professor, Seminole State College
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”
A truly successful collaboration benefits everybody. A case in point is the collaboration between United Way, AmericaCorps/VISTAS, Seminole State College and Pine Crest Elementary School in Sanford. The pieces came together when United Way funded a VISTA position for Katie Kochan at Pine Crest Elementry as part Schools and Communities: Together for Tomorrow, a U.S. Department of Education initiative. Tasked with creating a volunteer program for Pine Crest, she partnered with Seminole State College psychology professor Doreen Collins-McHugh for a service learning experience. Initially, psychology students volunteered as tutors and mentors at
the Title I school. It’s evolved now to be part of Collins-McHugh’s curriculum. Pine Crest students now have the benefit of one-on-one tutoring, counseling and mentoring. The school grew its volunteerism 418% from 2013 to 2014. Service learning gives Seminole State students the experience of applying concepts and theories to real-life situations. The program has also given Katie a new career path. “I now know I’m going to do something with kids. I’ve never been happier. United Way makes such a large impact on the community. It strives for results and it gets results,” she says.
9,400 MORE THAN
STUDENTS SERVED
THIS YEAR THROUGH UNITED WAY PROGRAMS
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COLLABORATING ON
INCOME IMPROVING FINANCIAL
STABILITY
Budgeting tools, job training and financial counseling provide real solutions to families struggling to find financial stability. United Way funds programs to support the areas that impact the wallet the most, such as subsidized childcare, affordable housing, credit fees and more. 10 2013-14 Annual Report Final pg 1-48.indd 10
CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:
63
%
improved their employability skills
89 accessed public and/or employer benefits to increase income supports
%
36
%
increased savings
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UNITED WAY
SECOND HARVEST
AT WORK: CULINARY TRAINING PROGRAM
Culinary student Victor Hernandez (left) and Chef Israel Santiago (right) discussing details of a new recipe before the students practice preparing the dish.
WHAT MATTERS
“
My lack of skills, education, and self-confidence as well as a speech impairment were keeping me from getting a job. The Second Harvest Culinary Program gave me the job skills, life skills, and confidence to get my first culinary job at Compass-USA. I now have hope for my future that I didn’t have before. Luis Fuentes Graduate of Second Harvest Food Bank’s Culinary Training Program
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”
If you spotted an ad that read: Free job training- guaranteed position on legitimate career path, would you dismiss it as a scam or something too good to be true? An opportunity like that really exists, thanks in part to United Way funding. It’s the Second Harvest Food Bank’s Culinary Training Program. Up to 15 students per class go through 14 weeks of intensive culinary training and emerge with jobs and new life skills, putting them on the path to financial stability.
When the program launched in 2013, Heart of Florida United Way contributed $234,000 in funding. It’s specifically aimed at disadvantaged adults who need a second chance. That second chance completely changed the life of Luis Fuentes, whose stutter made it hard for him to hold a job. When he graduated the culinary program, he landed a job at Compass-USA, which handles Siemen’s corporate dining. Shortly afterwards he was promoted from line cook to sous chef. “I now have hope for my future that I
didn’t have before,” said Fuentes.
65
CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:
%
OBTAINED
FAMILY-SUSTAINING
EMPLOYMENT
11
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COLLABORATING ON
HEALTH DEVELOPING HEALTHY
FAMILIES
United Way-funded health initiatives run the gamut from nutritional knowledge and access to healthy foods to HIV/AIDS support and dental care for kids. Additionally, United Way’s holistic view on education mandates that student health needs are addressed right alongside academic needs, giving families an increased opportunity to thrive. 12 2013-14 Annual Report Final pg 1-48.indd 12
CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:
92 of parents/ caregivers improved their parenting skills
%
90 of children demonstrated age appropriate levels of developmental functioning
%
97
%
of middle school aged youth received medical and/or mental health care
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UNITED WAY
AT WORK:
“
I don’t go to clinics and I don’t go to hospitals with my father, so to have the Teen Xpress bus here at school, it lets me know what’s going on with my health when I need it. Kerry Milor Carver Middle School 8th grader
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”
Splashed with bold colors and flashy graphics, the Teen Xpress grabs attention whenever it rolls on campus. It’s the attention-getter, but it’s only one component in the Healthy Youth Collaborative. A three-year United Way grant totaling $432,000 is funding this initiative between the City of Orlando After School All Stars, Orange County Public Schools and Orlando Health to provide integrated, year-round medical, mentoring and academic support to students at Carver and Memorial Middle
schools. The populations at these two schools are on 100% free and reduced lunch, making them among the most atrisk students in the county. The city’s After School All Stars provides prevention and intervention programs, while Orlando Health’s Teen Xpress gives medical and mental health services. It’s an ideal example of United Way’s holistic approach to education support.
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CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:
F
WHAT MATTERS
COLLABORATIVE
OU TO
Kerry Milor receiving an eye exam on the Teen Xpress Bus at Carver Middle School.
HEALTHY YOUTH
CLIENTS SERVED
IMPROVED THEIR HEALTH
13
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COLLABORATING ON
BASIC NEEDS ALLEVIATING HUNGER &
HOMELESSNESS
14
The struggle for basic needs is not just about the unemployed. Studies estimate up to a third of Central Florida workers don’t earn enough to keep up with food, housing and utility expenses. In addition to funding numerous programs to assist with alleviating hunger and homelessness, United Way’s 2-1-1 Information and Referral Service is a vital lifeline for anyone facing crisis.
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CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:
97
%
remained stable following United Way intervention
95 of households received mainstream resources
%
100
%
of households were screened for mainstream resource eligibility
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UNITED WAY
CASE MANAGEMENT
AT WORK: SERVICES FOR VETERANS
Army Veteran Caridad Gonzalez in her new apartment.
WHAT MATTERS
“
I love it here,” says Gonzalez. She says before coming to Orlando, she didn’t know anything about United Way, but she now she sees United Way as angels. Her Case Manager says through it all, Gonzalez never showed any signs of fear or distress, she was always positive. To that, Gonzalez simply says, “I never give up hope. — Caridad Gonzalez
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”
It’s hard to accept that a Columbia-educated Army Flight Nurse could end up homeless at age 72, but it happened to Caridad Gonzalez. Seriously injured after an accident during basic maneuvers at Fort Jackson, South Carolina, Gonzalez was almost immediately afterward diagnosed with stage 4 breast cancer. That was the start of decades-long health battles that prevented her from working. After being widowed, she moved in with her daughter in Georgia, but a falling out forced her to stay with distant cousins in Orlando, who then pocketed her disability payments and pressured her to leave.
manager said “was a completely inappropriate and unacceptable environment for her.”
Veteran’s Affairs asked United Way for help when Gonzalez’s desperation led her to consider moving to a half-way house, a place her United Way case
“I never give up hope,” says Gonzalez, “and I love it here. ” She says before coming to Orlando, she didn’t know anything about United Way, but she now she sees United Way as “angels.”
The case manager instead fought to place Gonzalez at the Plymouth Apartments in Winter Park. United Way vouched for her income, provided rent assistance, bus passes, a free SafeLink phone and helped her apply for food stamps. The case manager was still not satisfied because Gonzalez was sleeping on the floor; she had no bed. So the case manager pushed for United Way to buy Gonzalez an air mattress until the apartment could be fully furnished.
66,344
CLIENTS RECEIVED
EMERGENCY ASSISTANCE 15
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HEART OF FLORIDA UNITED WAY
2013-2014 PARTNER AGENCIES
“ WE ALL WIN! ” OUR PARTNERS Over the course of the recession, United Way affirmed its focus on prevention – helping people become healthier,
safer and more financially stable. While still responding to immediate needs, United Way and our partner agencies continue to focus on the future. Investing in Results is more than United Way’s funding model – it’s also our philosophy. Together, United Way and our partner agencies are strategically investing and positively influencing lasting change in our community.
Adult Literacy League, Inc.
When kids succeed in school, when families are financially stable, when all residents have food and shelter and when our neighborhoods are safe,
Boys & Girls Clubs of Central Florida, Inc.
Christian Service Center for Central Florida, Inc.
CredAbility/Consumer Credit Counseling Service of Central Florida
Catholic Charities of Central Florida, Inc.
City Year Orlando
Devereux Florida
The Center for Drug-Free Living, Inc.
Coalition for the Homeless of Central Florida, Inc.
Edgewood Children’s Ranch, Inc.
B.E.T.A. Center, Inc.
Center for Independent Living in Central Florida, Inc.
Community Based Care of Central Florida
Grace Medical Home
Big Brothers Big Sisters of Central Florida
Children’s Home Society of Florida – Central Florida Division
Community Coordinated Care for Children, Inc. (4C)
Christian Help Foundation
Community Health Centers, Inc.
After School Programs, Inc. American Red Cross of Central Florida Apopka Family Learning Center
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Goodwill Industries of Central Florida
GROWS Literacy Council, Inc. Harbor House of Central Florida
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Investing in Results 2013-2014 Portfolio
OUR IMPACT 70 Programs Total
30% 25% 27% ● Health ● Education
18%
27 18 17 8
● Income ● Alleviating Hunger & Homelessness
Healthy Start Coalition of Orange County, Inc.
Legal Aid Society of the Orange County Bar Association, Inc.
Hebni Nutrition Consultants, Inc.
Lighthouse Central Florida
Help Now of Osceola, Inc.
Meals on Wheels Etc., Inc.
Rescue Outreach Mission of Central Florida
Hope CommUnity Center
Orlando Community & Youth Trust
Safehouse of Seminole
The Howard Phillips Center for Children & Families
Orlando Day Nursery Association, Inc.
The Salvation Army of Orange County
Jewish Family Services of Greater Orlando, Inc.
Orlando Neighborhood Improvement Corporation
The Salvation Army of Seminole County
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Osceola Council on Aging, Inc. PACE Center for Girls
● Developing Healthy Children & Families ● B uilding Safe Communities Through Education ● I mproving Financial Stability ● A lleviating Hunger & Homelessness
Second Harvest Food Bank of Central Florida, Inc. Seminole County Bar Association Legal Aid Society Seniors First, Inc. Winter Park Day Nursery, Inc.
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United Way’s ability to bring together different segments of the community is one of its biggest strengths. The capability to gather thought leaders, decision-makers, experts, advocates and front-line workers makes United Way a catalyst for real community change.
CONVENER “
IMPROVE LIVES BY MOBILIZING THE
18
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CARING POWER OF OUR COMMUNITY
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GIVE
ADVOCATE
VOLUNTEER 19
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COLLECTIVE IMPACT FOR KIDS
Central Florida needs to be a place where children can be safe and healthy so that they can thrive and succeed. But a closer look revealed that more could be done. In November 2013, Heart of Florida United Way and other partners convened the first Children’s Summit. More than 400 community members gathered to work towards creating collective impact strategies to improve conditions for area children. Participants brainstormed on four major issues: health, education, economic well-being and safety. That led the way to establishing action items, such as developing a data sharing
network among child welfare and education organizations and developing an infrastructure for additional collaboration. The tremendous response to Children’s Summit resulted in Children’s Summit 2.0: Discover Together. This June 2014 partnership between Walt Disney World Resorts and United Way again brought together hundreds of child advocates committed to building the systems and structures needed to support Central Florida families and their children.
A visual representation of the priorities discussed at the initial Children’s Summit hosted by Walt Disney World at Coronado Springs Resort in November 2013.
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“
More than any other influence, positive relationships with adults are the key to kids’ success.
”
— Dr. Eugene C. Roehlkepartain The Search Institute
HOW DO WE BEST SUPPORT CHILDREN & FAMILIES? Ihit, te volum reniet quost,
Former Mayor Rich Crotty, chair of the Children’s Summit Host Committee.
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Rich Tamayo, Walt Disney World Resorts; Robert H. (Bob) Brown, Heart of Florida United Way; Nancy Gidusko, Walt Disney World Resorts; Dr. Helen Hadani, Center for Childhood Creativity; and Dr. Eugene C. Roehlkepartain, the Search Institute.
We all know that supporting children and unditiisnos volorum qui is families important, but quias what’s missing a definition what thatquatuscimod means. The goal of doloreroofvolorem theunt, Children’s Summit events to do just quiationet est lautare voles that — define what Central Florida must blam, iliti domagniatio to provide support. 21 10/9/2014 11:23:06 AM
COMPASSION
IN ACTION
VOLUNTEER RESOURCE
Impact projects can have a lasting effect on a community and that’s what Day of Caring is all about. More than 2,232 volunteers from 56 local companies banded together for a massive, one-day volunteer effort in September 2013. The Hannibal Square Community Land Trust was one of the beneficiaries of that impact. A nonprofit that provides affordable housing within the Winter Park Community Redevelopment area, it owns eight homes that volunteers enhanced with new hurricane and burglary safety features.
CENTER
When the community has a need, the Volunteer Resource Center can rally helpers in the blink of an eye. In addition to hosting three major community-wide volunteer events each year, the Volunteer Resource Center is skilled at matching volunteers to projects of interest and can also create custom events for corporate philanthropic projects. 22 2013-14 Annual Report Final pg 1-48.indd 22
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BY THE NUMBERS:
,590 6 VOLUNTEERS ,717 58 HOURS DONATED
It’s a real show of muscle when an organization like United Way can rally a summer book drive large enough to benefit more than 1,700 Central Florida children. In the weeks leading up to Day of Action, United Way put out the call for books. On June 23rd, the official Day of Action, over 400 volunteers fanned out to dozens of locations to deliver books to low-income children without access to summer reading materials. By providing up to four books per child, Day of Action helped to prevent a 25 percent decline in reading skills that can take place when kids don’t read over summer break.
22,676
books collected
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$1,299,983 TOTAL VALUE OF HOURS DONATED
23
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WOMEN’S LEADERSHIP COUNCIL Both prestigious and powerful, the Women’s Leadership Council is one of the area’s most notable philanthropic groups. Area women combine giving with volunteerism and awareness to address the critical health and social service issues that disproportionately affect women and children. The Women’s Leadership Council’s 440 members give more than $830,000 annually.
FOCUS ON LITERACY
Women’s Leadership Council is an exciting group that has the ability to energize some of our most important community leaders to move on progressive, dynamic solutions. Karen Dee Women’s Leadership Council, Chair Retired Bank Executive
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”
13 to 1
LOW INCOME HOMES
ACCESS TO BOOKS MIDDLE INCOME HOMES
“
Additionally, the Women’s Leadership Council hosts Women’s Leadership Luncheon, one of United Way’s key fundraising events. Funding from that event helps support the myOn® program for ten Title I Orange County schools. This dynamic program provides free access to a digital library of more than 6,000 books while giving kids reading support and guidance.
1
to 300
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WOMEN’S LEADERSHIP COUNCIL STEERING COMMITTEE Chair
Karen Dee
Sanda Harker
Vice Chair
Samantha Kearns-O’Lenick
Retired Bank Executive
Pat Engfer
Area Vice President and General Manager Hyatt Regency Grand Cypress
Linda Landman-Gonzalez
Tracy Barwick Tax Partner
Orlando Magic
Meredith Level
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Yolanda Londoño
Joy Block
Mary Recchia Brown
Kathy Brown
Lisa A. Schultz
Fonda Cerenzio
Jill Schwartz
Val B. Demings
Jennifer Spooner
Patty DeYoung
Ellen Titen
Tracey Ellerson
Dr. Anne O. Wehr
Claire Fournier
Julie Wolf
Adventist Health System
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Community Philanthropist
Andrea Batchelor Orlando Ballet
Thumbprint Marketing Cerenzio & Associates Orlando Police Department (retired) Community Philanthropist BakerHostetler
Orlando Health
author of The Freedom Writers Diary
Platt Hall & Associates
University of Central Florida Lockheed Martin Corporation
Erin Gruwell,
Lawrie Platt Hall Harriett Lake
Tobi Allen
Education can do more than change socioeconomic status. It can change minds. That’s the message author Erin Gruwell brought to the 2014 Women’s Leadership Luncheon. When she encountered some dangerously prejudicial thinking among her students while teaching in Los Angeles, she immediately set them to reading The Diary of Anne Frank and Ziata’s Diary: A Child’s Life in Sarajevo. The students’ subsequent journals of their own life experiences became the best-selling book The Freedom Writers Diary. More than 700 attendees listened to her inspiring story and helped the Women’s Leadership Luncheon raise more than $100,000 for local education and literacy initiatives.
Florida Hospital
Chair Emerita
Helen Donegan
WOMENS LEADERSHIP LUNCHEON
UPS Florida District
Tupperware Brands Corporation The Recchia Group
CNL Financial Group Jill S. Schwartz & Associates, P.A. Cross, Fernandez & Riley, LLP ET Consultants AvMed
Wells Fargo
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EMERGING LEADERS Connect:
with other young professionals to share experiences and gain knowledge through networking and social events.
Serve:
by example. Professional and personal development opportunities, like Lunch with Leaders, allow members to enhance leadership skills.
Lead:
a group of caring professionals focused on influencing lasting change in Central Florida.
Join:
your community through volunteerism. Find your passion and get involved to make a difference.
SERVICE MINDED YOUNG
PROFESSIONALS
26
Central Florida is a region of up-andcomers. In fact, residents under 40 make up one of the largest segments of the local population, which speaks to the importance of United Way Emerging Leaders. They help fund United Way’s strategic efforts through annual leadership gifts of $1,000 or more. Emerging Leaders are uniquely positioned to capitalize on the fresh perspectives needed to engage peers with United Way through collaboration and networking events.
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EMERGING LEADERS COUNCIL Chair
Nicole Wilson
Tangie Isidro
Chair Emeritus
Nimit Kapoor
The Walt Disney Company
David Stahl, SunTrust
Amy Blackmon
Volunteer Solutions User
Patti Combs
Clear Channel Outdoor
Alisha Crudup
Starwood Vacation Ownership
Janet D’Anjou FARO
Christopher Evans Brasfield & Gorrie LLC
Mathew Hatcher
Lockheed Martin Corporation
Wesley Hunter
Ernst & Young, LLP PNC Bank
Jennifer Kent-Walsh
University of Central Florida
Megan Lanier
Winter Park Chamber of Commerce
Jose Gabriel Lopez
Raymond James & Associates
Christine MacDonald Merrill Lynch
Michael Morgan Morgan & Morgan
Mary-Beth Valley Roetzel & Andress
Andre T. Young
The Young Law Firm of Florida, LLC
Merrill Lynch
WHY DO I GET INVOLVED?
“
One of the best parts about being an Emerging Leader is the chance to work with kids. They’re always refreshing and inspiring and they’re so great at reminding all of us why we’re here.
”
— Andre T. Young The Young Law Firm of Florida, LLC
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Most people understand that United Way contributes funds to the community. But its role is much more dynamic than simply throwing money in the community chest. Being both wellfunded and agile lets United Way respond quickly to community crisis, allows it to recognize a golden opportunity, positions it to be a strategic player in capacity building and it provides the resources needed to serve as administrators.
CONTRIBUTOR “
CHANGE WON’T HAPPEN WITHOUT YOU
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$26.6
MILLION
RAISED, MANAGE AND DISTRIBUTED IN OUR COMMUNITY 2013-14 Annual Report Final pg 1-48.indd 29
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UNITED WAY CONTRIBUTES POWERFUL RESOURCES TO THE COMMUNITY United Way 2-1-1 is the direct line of communication between someone in distress and the help that they need. More than a third of clients need housing assistance. More than a quarter of them need utility assistance. And nearly half of them were asking for help for the first time. This incredible in-house resource is powerful enough to provide more than individual assistance. It’s prepared to assist in the event of a regional or even national crisis.
$576 MILLION
ECONOMIC IMPACT
EITC
Last year alone, United Way contributed to a $576 million economic in Central EARNED INCOME impact Florida through its Earned Income Tax Credit program, which educates people on this important but often overlooked tax break.
288,400
TAX CREDIT
More than 12,400 tax returns were filed for free through the United Way Volunteer Income Tax Assistance (VITA) sites, saving Central Floridians $3 million.
$550,000,000
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TOP 5 SERVICES REQUESTED:
1. Housing 2. Utilities 3. Food 4. Medical assistance 5. Mental health
3
PEOPLE HELPED BY
2-1-1 THIS YEAR average suicide intervention calls per day
1/2
Nearly of 2-1-1 contacts are made by first-time callers 10/9/2014 11:23:18 AM
For many students, the “information barrier” is one of the major obstacles in making college a reality. Adhering to deadlines and properly filling out applications for enrollment and financial aid significantly limit students from going college – especially those who might be the first in their families to ever apply. United Way collaborated with partners to launch the Central Florida College Access Network (CFCAN), a collective effort aimed at reducing barriers to post-secondary education for local students. The goal is to provide resources and support to students as they navigate the college enrollment process, and ultimately increase the amount of students who receive post-secondary credentials.
RYAN WHITE
CASE MANAGEMENT
ACADMEY
United Way serves as the lead agency for Ryan White Part B/General Revenue, a Florida Department of Health funded program that provides care and support to HIV/AIDS consumers in Orange, Osceola, Seminole and Brevard counties. In 2013-14, United Way managed and distributed $2.1 million in funds. Case management is a challenging field requiring a special skill set. That’s why United Way and University of Central Florida’s School of Social Work joined forces to launch the Case Management Academy in 2013. Designed to enhance case management skills, this program offers continuing education credits to working professionals. Additionally, it encourages information sharing and holistic, cross-agency support for clients. United Way distributes free FamilyWize prescription drug cards. Accepted nationwide at over 60,000 pharmacies, the FamilyWize card provides an average savings of $20 per prescription.
Gifts
In Kind Center
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The Gifts in Kind Center distributed more than $1.46 million in donated supplies and materials to local nonprofits. A 63% increase from the year prior.
GOING TO COLLEGE TEXTING PROJECT The best way to help students is to speak their language, which sometimes means texting. Hence, the Going to College Texting Project was launched by United Way as part of the Central Florida College Access Network. Simple school specific text reminders of requirements, deadlines and other key information remove some of the barriers students can face when pursuing secondary education. It’s a proven tool that’s being welcomed by college and tech school-bound students. 31
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UNITED WAY CONTRIBUTES
FINANCIAL CAPACITY T In 2013-14, United Way supported 49 well-vetted partner agencies, providing them with the means for capacity building and sustainability. This means our funding not only has a greater reach, it truly impacts all areas of our work.
Targets specific results in education, income, health and poverty
Provides direct service where needed to address service gaps
Recognizes and studies the complexity of need
Maximizes efficiency through volunteer leadership
Identifies gaps in support and allocates funds accordingly
Provides oversight to ensure measured results
Holds agencies accountable for using funds effectively
Adjusts to real-time needs in the face of crisis Brings expert community partners together to generate collective impact
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Multiplies your dollar with matching grant opportunities
Your United Way. Your Community.
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TO INCREASE IMPACT $750,000
A new federal grant allocation system hit some snags in 2013, causing significant delays in funding to a number of Central Florida health and human services agencies. Some were so hard hit they were faced with denying services or missing payroll. United Way stepped in with a $750,000 advance on grants that it would have been distributing to these same agencies later in the year.
“
ADVANCE
This really helps us. We can move past this financial crisis and get back to helping our clients. — Andrew Powell, Executive Director of Rescue Outreach Mission in Sanford told the Orlando Sentinel
”
LEVERAGING YOUR DOLLAR
“
With every dollar invested by United Way, 4C is able to draw down $16 from the state of Florida. That is a stellar return on investment – 1600%. And more importantly, that brings another $16.2 million to Central Florida.
”
— Pat Frank, President of 4C
2013-14 Annual Report Final pg 1-48.indd 33
16
$
33 10/9/2014 11:23:21 AM
United Way’s credibility and capacity allows it to campaign for funds in a way smaller agencies simply would not be able to do on their own. It gives those small, but important agencies access to corporate dollars. Through its own work and the work of its partner agencies, United Way also advocates for the needs of the community with the influence that comes from decades of solid, results-driven effort.
CAMPAIGNER “
BRING TOGETHER THE PASSION, EXPERTISE AND
34
RESOURCES NEEDED TO GET THINGS DONE
2013-14 Annual Report Final pg 1-48.indd 34
” 10/9/2014 11:23:22 AM
$18.3
MILLION
RAISED IN 2013-14 WORKPLACE GIVING CAMPAIGN
2013-14 Annual Report Final pg 1-48.indd 35
35 10/9/2014 11:23:22 AM
“
I want to say a very sincere ‘thank you’ to all of the individuals and companies who worked together to meet and exceed our 2013-2014 workplace campaign goal. While I am so grateful to see the progress we have made in our community, the needs are still great. Because there is still more work to be done, I have agreed to champion the United Way’s major gifts initiative, the Alexis De Tocqueville Society. This society honors and engages individuals who invest $10,000 or more in United Way’s critical mission, and unfortunately, Orlando is significantly behind in
36 2013-14 Annual Report Final pg 1-48.indd 36
this vital part of our campaign giving. When it comes to solving our city’s most critical issues like hunger and homelessness, poverty and lack of education, all of us must step up and work together for those who need it most. Thank you again to all who have contributed time, talent and treasure to this campaign. Your dollars go far, but stay close to home. — Thomas K. Sittema CEO, CNL Financial Group
”
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CAMPAIGN KICK OFF
2013-14 CAMPAIGN CABINET
September means Kick Off. That’s when Heart of Florida United Way launches its fundraising campaign for the coming year. It’s a chance for United Way supporters and leaders to renew focus on United Way priorities and to celebrate the past year’s accomplishments.
Thomas K. Sittema, Chair
Joined by Stan Van Gundy, the Kick Off event culminated with the announcement of the fundraising goal, and the induction of the new campaign chair with the ceremonial passing of the red jacket.
Duke Energy
CNL Financial Group
Tony Massey, Vice Chair Massey Services, Inc.
John Moskos
Howard Phillips Center for Children & Families
Troy McNichols AT&T
Chair, Heart of Florida United Way Board of Directors
Robert Newland
Malcolm C. Barnes
John Pisan
Shawn Bartelt
Cathy Pope
WFTV Channel 9 & WRDQ Channel 27
David E. Fuller
SunTrust Bank, Central Florida
Randy A. Garfield
Disney Destinations and Walt Disney Travel Company
2013-14 Campaign Chair Thomas K. Sittema of CNL Financial Group led the effort to meet and exceed the goal of $18 million.
Marie Martinez
Sandy Hostetter
Career Partners International Wells Fargo Wealth Management Group Orange County Public Schools
Terry Prather
SeaWorld Parks & Entertainment
Joseph A. Sarnovsky
Seminole State College of Florida
Jeffrey R. Shafer CNL Securities Corp.
CNLBank, Central Florida
LOANED EXECUTIVES
“
Last year’s loaned executive experience was truly life changing! My eyes were opened not only to the needs in our own backyard, but also to the amazing individuals that have committed their lives to helping those in need. I was truly inspired by what I saw, what I heard, and what I did. I have committed myself and my family to do more for our neighbors, as I know now that the amount of time or money that you invest in your local community can never be too small. Beth Terray Schedule Deployment Manager Walt Disney World Resorts
2013-14 Annual Report Final pg 1-48.indd 37
”
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NEARLY $300,000 RAISED TO SUPPORT LOCAL PROGRAMS
A Tasteful Way to Make a Difference
2013-14 Annual Report Final pg 1-48.indd 38
A Tasteful Way to Make a Difference
Brimming over with both glamour and excitement, Chef’s Gala is easily United Way’s single largest fundraising event. More than 1,000 guests pour into the beautiful Epcot® World Showplace for live
music, a spectacular silent auction and the chance to sample food from 20 of the area’s best chefs and wines from notable vineyards. The 2014 event raised nearly $300,000 for local nonprofit programs.
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“
95 CENTS OF EVERY DOLLAR GOES TO OUR NEIGHBORS IN NEED. CHEF’S GALA IS TRULY A TASTEFUL WAY TO MAKE A DIFFERENCE! — Dr. Antonia Novello Florida Hospital Chef’s Gala Co-Chair
2013-14 Annual Report Final pg 1-48.indd 39
”
Chef’s Gala’s Co-Chairs, John Pisan, Wells Fargo Wealth Management Group and Dr. Antonia Novello, Florida Hospital.
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LEADERSHIP GIVING When a person with influence stands up and says, “This is important,” others pay attention. That is what Leadership Giving is all about. Leadership donors support the community with annual gifts of $1,000 or more, and in doing so, they make a declaration that supporting
The Impact of a Leadership Gift
United Way is not a casual act, it is something of real importance. Nearly 2,634 leadership donors contributed a combined total of $4,723,930 last year. Their commitment has a real impact on the community in that it provides critical funding while setting an example for others to follow.
$1000
LEADERSHIP GIFT
=
Unlimited online access for every student in a Title I school to nearly 4,000 e-books for 3 months. Prenatal or postpartum care, patient education and case management for 10 mothers and their babies. Job training, education and financial literacy classes to assist people in becoming economically self-sufficient. Noontime meals for almost 1,000 hungry residents, including families.
2013 United Way Leadership Donor Appreciation Event at SeaWorld Orlando Because Leadership Donors are so highly valued, they receive special recognition during United Way’s annual Leadership Donor Appreciation event at SeaWorld Orlando. 40 2013-14 Annual Report Final pg 1-48.indd 40
10/9/2014 11:23:29 AM
Alexis deTocqueville S •O •C •I •E •T •Y
Alexis de Tocqueville Society members represent the highest levels of personal philanthropy with annual gifts of $10,000 or more. This generosity makes a profound, life-changing difference for many residents. We are deeply grateful to all of our Alexis de Tocqueville members.
Ordre d’Egalité $50,000 to $74,999
Robert H. Brown & Mary Recchia-Brown
Richard & Mary Nunis
Mr. & Mrs. Giles K. Kemp Kyle V. Maryanski
Kevin & Linda Casey
Ernst & Young, LLP
Karen Dee
City of Orlando
Clarence Otis, Jr. & Jacqueline Bradley
Fifth Third Bank
William T. & Jennifer Dymond
Orlando Community & Youth Trust, Inc.
Jim Seneff
Stephen Fan
Darden Restaurants, Inc.
Mrs. Ramona Spears
Michael and Suzanne Fleming
Ellen & Reagan Rick Wayne P. & Dr. Robin R. Roberts
Lillian & Raymond Garcia
Michael & Theresa Ryan
Deryck Harmer
Mr. and Mrs. Tracy & Jerri Schmidt
PricewaterhouseCoopers, LLP
Darden Restaurants, Inc. CNL Financial Group
in memory of Mr. W. E. Jock Spears
Ordre d’Egalité $25,000 to $49,999 David Ruiz & Aida Carmen Vera UPS Florida District
Members de la Société $10,000 to $24,999
Heart of Florida United Way Ernst & Young, LLP
Lowndes, Drosdick, Doster, Kantor & Reed, PA China Pavilion
Bank of America
Tupperware Brands Corporation CNL Financial Group
April Hastings City of Orlando
Andrew Hyltin
CNL Financial Group
Jim & Elli Atchison
Mr. and Mrs. Kim A. Lopdrup
Carol and Barney Barnett
Alex & Juliet Martins
Robert D. Beard
Michael and Renee Mueller
SeaWorld Parks & Entertainment Publix Super Markets, Inc. Ernst & Young, LLP
Darden Restaurants, Inc. Orlando Magic
Orlando Health
David Lee Neel
Dick & Mary Nunis Charitable Gift Foundation
La Table Ronde des Million de Dollars
Dr. P. Phillips
Michael & Beth Pattillo Michael Powell Denise J. Riccio
Brad & Nancy Richmond
Ted Crowell
Central Florida Foundaton
Lowndes, Drosdick, Doster, Kantor & Reed, PA
CNL Financial Group
Jeff and Shelly Shafer
Helen & Richard DeVos The Richard and Helen DeVos Foundation
CNL Financial Group
Mr. & Mrs. Thomas K. Sittema CNL Financial Group
Mr. and Mrs. John E. Thorsen, III Raymond James & Associates, Inc.
Craig Watson
Wells Fargo Financial
Dr. Nelson Ying
Contributed in the name of The Baron and Baroness of Balquhain Ying of Balquhain
41 2013-14 Annual Report Final pg 1-48.indd 41
10/9/2014 11:23:35 AM
LIVE UNITED
VICTORY CELEBRATION
LIVE UNITED Awards Chairman’s Award
Publix Super Markets, Inc.
2013-14 TOP GIVING ORGANIZATIONS Walt Disney World Publix Super Markets, Inc Lockheed Martin Darden Restaurants, Inc. SunTrust of Central Florida Florida Hospital Orange County Government City of Orlando UPS, Florida District
Phenomenal Executive Champion
Malcolm Barnes, Duke Energy Employee Campaign Manager
Jill McMillan, Florida Hospital 42 2013-14 Annual Report Final pg 1-48.indd 42
FedEx Duke Energy Siemens Energy, Inc. University of Central Florida CenturyLink Target Corporation Orlando Health Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
IN 2013-14:
Spirit Award
PCL Construction Services, Inc.
Tupperware Brands Corporation AT&T Wells Fargo Financial SeaWorld Parks & Entertainment Enterprise Holdings, Inc. Bank of America OUC—The Reliable One Fifth Third Bank
366 companies participated in a workplace campaign
69
%
of all United Way funds ($26.6 million) came from a workplace giving campaign
TOTAL RAISED:
18.3
$
MILLION
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TOP DIVISION LEADERS RAISING $10,000 OR MORE *Listed by industry and gift amount Accounting
PricewaterhouseCoopers, LLP Ernst & Young, LLP Cross, Fernandez and Riley, LLP
Building & Design
Brasfield & Gorrie, LLC PCL Construction Services, Inc. Balfour Beatty Construction
Business & Industry
Massey Services, Inc. McLane Suneast The Andersons, Inc. Southeastern Container Orlando Magic Hobart Corporation Florida Municipal Power Agency Greater Orlando Aviation Authority C&S Wholesale Grocers Burris Logistics Pepsico Beverage & Foods Mears Transportation Group
Combined Federal Campaign
NASA - John F. Kennedy Space Center 45th Space Wing - Patrick AFB Naval Air Warfare Center Training Systems Division Department of VA - Orlando VA Medical Center DOJ Federal Correctional Complex Coleman
US Army PEO STRI DHS Transportation Security Administration - Orlando & Sanford Department of Veterans Affairs - Outpatient Clinic - VIERA Department of VA - FL Caribbean CPAC USPS - Orlando P&DC DHS Bureau of Customs and Border Protection - Binnacle Defense Contract Management Agency DCMA - Orlando USPS - Mid-FL P&DC DHS Bureau of Customs & Border Protection - Lakemont USPS - Melbourne DHS Bureau of Customs & Border Protection DHS - Sanford USPS - Orlando/Lee Vista
Education
Seminole County Public Schools Orange County Public Schools Osceola County Public Schools Valencia College Seminole State College of Florida
Financial
Bank of New York Mellon Regions Bank Raymond James & Associates St. Paul Travelers
The Harford Insurance Group Orlando Regional Office JP Morgan Chase Cred Services GE Capital BMO Harris Bank, N.A. TD Bank State Farm Harland Financial Solutions
Foundations
Elizabeth Morse Genius Foundation Gordon J. Barnett Memorial Foundation Shell Oil Company Foundation Frank Hubbard Family Fund
Health
Adventist Health System Corporate Office Florida Blue Express Scripts United Healthcare of Florida Eli Lilly & Company
High Tech
Sprint Microsoft General Dynamics C4 Systems
Hospitality
AAA Corporation Orlando / Orange County Convention & Visitors Bureau
Legal
Holland & Knight, LLP BakerHostetler, LLP
Media
Orlando Sentinel Communications WFTV – Channel 9 / Central Florida’s Channel 27 / Cox Enterprises Comcast
Non-Profits
Heart of Florida United Way Coalition for the Homeless Central Florida Community Coordinated Care for Children Center for Drug-Free Living
Public Service
Reedy Creek Improvement District City of Kissimmee
Retail
Macy’s Costco Wholesale JCPenney Nordstrom Florida Mall Best Buy Dillard’s, Inc. Walmart Bloomingdale’s Mall of Millenia
43 2013-14 Annual Report Final pg 1-48.indd 43
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OUR VOLUNTEERS Investing in Results Council Ed Timberlake, Chair
Chairman of the Central Florida Board Seaside National Bank & Trust
Mark Brewer, CAP, Vice Chair President / CEO Central Florida Foundation
Joy W. Taylor, Ed.D.
Chair, Building Safe Communities through Education Cabinet Director, Title I Federal Programs Orange County Public Schools
Chris Toadvine
Chair, Improving Financial Stability Cabinet Toadvine & Associates
President / CEO Heart of Florida United Way
Building Safe Communities through Education Cabinet
Michael Frumkin, Ph.D.
Director, Title I Federal Programs Orange County Public Schools
Robert H. (Bob) Brown
Chair, Alleviating Hunger & Homelessness Cabinet Dean, College of Health & Public Affairs University of Central Florida
Mark A. Jones
President Orlando Regional Medical Center
Patty Maddox
President / CEO Winter Park Health Foundation
Ronald F. Piccolo, Ph.D.
Chair, Developing Healthy Children & Families Cabinet Cornell Professor of Management and Academic Director of the Center for Leadership Development Rollins College
Jacob Stuart
President / CEO Central Florida Partnership
2013-14 Annual Report Final pg 1-48.indd 44
Joy W. Taylor, Ed.D., Chair
Hon. Alicia L. Latimore, Vice Chair
Heart of Florida United Way wishes to thank all of the dedicated volunteers who serve on our various councils, cabinets and committees. Their leadership, guidance and insight make our organization and community stronger.
Dana Schafer
Nilda Blanco
Laureen A. Wells
Jason K. Chepenik
Developing Healthy Children & Families Cabinet
Carol Ivey
Public Information Officer Osceola School District
Business Performance Advisor Insperity
Debra Knox, M.S., CCC-SLP, Chair Clinical Educator and Coordinator of the Board of Clinical Educators University of Central Florida
Nancy Ellis, Ph.D.
Circuit Judge Ninth Judicial Circuit Court
Director Center for Community Partnerships University of Central Florida
Mike Blasewitz, Ed.D.
Therry Feroldi
Executive Director Secondary Education, High Schools Seminole County Public Schools
Lauren Chianese
Director of Community Engagement The Foundation for Florida’s Future
Deputy Chief Charles Robinson
Investigative Services Bureau Commander Orlando Police Department
Tracy Salem, Ed.D.
Program Manager, Youth Shelter Orange County Government
Senior Health Planner The Health Council of East Central Florida
Debbie Watson
Vice President Winter Park Health Foundation
Karen Willis
Chief Executive Officer Early Learning Coalition of Orange County
Improving Financial Stability Cabinet Chris Toadvine, Chair Toadvine & Associates
Compliance Director CareerSource Central Florida
Managing Partner Chepenik Financial
Community Volunteer
Dawn Murray
Circuit 9 Operations Manager Florida Department of Children & Families
Nana Robertson, Ed.D.
Program Manager, Early Childhood Dept. Seminole State College
Mike Schafer
Partner Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP
Kate Wilson
Vice President & Community Affairs Officer Wells Fargo Bank
Alleviating Hunger & Homelessness Cabinet Michael Frumkin, Ph.D., Chair
Dean, College of Health & Public Affairs University of Central Florida
John Hillenmeyer, Vice Chair Chief Executive Officer Emeritus Orlando Health, Inc.
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How United Way Makes A Difference Lisa Barkely, M.D.
Assistant Dean for Diversity & Inclusion Assistant Professor of Medicine College of Medicine University of Central Florida
Danny de Armas
Senior Associate Pastor First Baptist Church of Orlando
Steve Blount
Karen Dual
Kathy Brown
Ralph Perrino
President Digital Marketing Ninja President Thumbprint Marketing
Stephanie Darden
Human Resource Manager Averett Warmus Durkee Ralph Perrino, CPA
Mike Schafer
President Prismatic
Partner Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP
Regional SAMH Director Substance Abuse/Mental Health Program Florida Department of Children & Families Region C-Circuit 5,9,10,18,19
Joel Glass
Tannia Steele
Kenneth Goldberg, M.D.
President Howie & Partners
Carolann Duncan
Chief of Staff U.S. Department of Veteran Affairs Orlando VA Medical Center
Robert Spivey
Sr. Vice President , Communications Orlando Magic
Anne Howie Tyler Koon
Co-Owner Lawton Printers
Manager, Code Enforcement Division Orange County Government
Beth Lowell
James D. “Jim” Wright, Ph.D.
Manley Ludwig
Provost Distinguished Research Professor College of Sciences, Sociology University of Central Florida
Marketing Committee John Fadool, Chair
Single Copy Marketing Manager Orlando Sentinel Community Volunteer
Michelle Stevens
Manager Community Affairs & Station Events WFTV Channel 9 & WRDQ Central Florida’s TV 27
Executive Vice President/Marketing LongHorn Steakhouse
Financial Review Committee
Shawn Bartelt
Fred Bates
General Manger WFTV Channel 9 & WRDQ Central Florida’s TV 27
AARP
Kim Dapkus
Senior Manager, Compliance and Governance Lockheed Martin
2013-14 Annual Report Final pg 1-48.indd 45
At United Way, our goal is simple: feed the hungry, shelter the homeless and take preventative steps to help others avoid crisis. Through strategic United Way-funded programs, we’ve made a significant impact.
9,400
Marriott Vacations Worldwide
Sandeep Wilkhu
IPAO Review Manager NASA – Kennedy Space Center
More than students reached in Orange, Seminole and Osceola counties in 2013-14.
Audit Committee Michael Harding, Chair (Ret.) Partner Deloitte & Touche LLP
Amy Racicot
CFO Give Kids the World
In 2013-14, the Earned Income Tax Credit’s economic impact on Central Florida was a staggering
00 ,000 000,0 $5 ,00 50,0 $576
$576 million.
Anne-Marie Salamone Controller 4R Smokehouse
Phil Nix
Partner Deloitte & Touche LLP
136,406
residents sought help in 2013-14 through 2-1-1 – United Way’s free, 24-hour information, referral and crisis intervention helpline.
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BOARD OF DIRECTORS
Board Members from July 2013-June 2014
CHAIRMAN
Diana Bolivar
Mark A. Jones
Ronald O. Rogers
VICE CHAIRMAN
Chief Val B. Demings (Ret.)
Avido Khahaifa
Chief Paul Rooney (Ret.)
John Moskos E. Ann McGee, Ed.D
President, Seminole State College
SECRETARY
John Pisan, CFP
Regional Managing Director Wealth Management, Wells Fargo Bank
TREASURER James B. Cross
Managing Partner, Cross, Fernandez & Riley, LLP
CEO Robert H. Brown
President and CEO Heart of Florida United Way
IMMEDIATE PAST CHAIR Karen Dee
Retired Bank Executive
Malcolm C. Barnes
President Hispanic Chamber of Commerce of Metro Orlando
Chief of Police, City of Orlando
John Fadool
Executive Vice President, Marketing LongHorn Steakhouse
Michael Frumkin, Ph.D.
President Orlando Regional Medical Center
Editor/Sr.VP/Director of Content-Florida Orlando Sentinel
Patricia Maddox
President/CEO Winter Park Health Foundation
Jeffrey R. Shafer
Chief John W. Mina
Jane Garrard
Robert Newland
President & CEO Career Partners International
Vice President, Tactical Missiles and Combat Maneuver Systems Lockheed Martin Missiles and Fire Control
Joel Glass
Commissioner Tony Ortiz
Keith Swider
Chairman, President and CEO SunTrust Bank, Central Florida
Vice President and CFO Tupperware U.S. & Canada
Senior Vice President of Communications Orlando Magic
Chief of Police City of Orlando Police Department
City of Orlando, District 2
Ruth Patrick President/CEO BETA Center
Shawn Bartelt
Roseann Harrington
Sam Pero
2013-14 Annual Report Final pg 1-48.indd 46
President, Florida District UPS
David E. Fuller
Operations Manager Howard Phillips Center for Children & Families
Partner, Deloitte & Touche LLP (Ret.)
Senior Vice President Downtown Disney, ESPN Wide World of Sports Complex, Water Parks & Mini-Golf Walt Disney Parks and Resorts
David Ruiz
Marie Martinez
Michael L. Harding
Maribeth Bisienere
Chief of Police, City of Orlando
Dean and Professor College of Health and Public Affairs UCF
Residential Markets – Operations Leader Duke Energy
Vice President & General Manager WFTV, Channel 9 and WRDQ, Channel 27
President Ronald O. Rogers & Associates, LLC
VP of Marketing, Communications & Community Relations OUC–The Reliable One
Sandy Hostetter
President CNLBank, Central Florida
President CNL Securities Corp.
Eddie Soler
Executive VP and Chief Financial Officer Florida Hospital
Frank St. John
Director of Business Analysis SeaWorld Parks & Entertainment
Ed Timberlake
Chairman of the Central Florida Board Seaside National Bank & Trust
Regional Director, Southern Jacksonville Division Publix Super Markets, Inc.
Richard A. Watkins
Ronald F. Piccolo, Ph.D.
Bill Wilson
Associate Professor of Management Rollins College Crummer Graduate School of Business
Community Volunteer
Executive Partner Holland & Knight LLP
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HEART OF FLORIDA UNITED WAY
TOTAL RESOURCES The $26.6 million raised, managed and distributed by United Way during fiscal year 2013-2014 is referred to as “total resources.” Fundraising totals include monies raised through the community campaign, special events and other donor-related activities.
Monies managed include funding for Emergency Food and Shelter Programs, Utility Assistance Programs, Emergency Solutions Grant, Department of Veteran Affairs Support Services for Veteran Families (SSVF), the Gifts in Kind Center and the Ryan White Part B/General Revenue Program, which supports those affected by HIV/AIDS. When combined with other programs, services and resources, total resources make Heart of Florida United Way the tri-county region’s largest supporter of health and human services agencies.
2013-2014 FINANCE COMMITTEE MEMBERS CHAIR James B. Cross, CPA
Pete Lopez, Esq.
Managing Partner Cross, Fernandez & Riley, LLP
Partner Lowndes Drosdick, Doster, Kantor, & Reed, P.A.
Jane Garrard
Robert H. Maiocco
Vice President and CFO Tupperware® U.S. and Canada
Financial Advisor Conrad, Santiago & Associates
Stephen J. Graham
Keith Swider
Senior Financial Manager/ Consultant, Dr. P. Phillips Hospital
Director of Business Analysis SeaWorld Parks & Entertainment
Tim Hyslop
Richard A. Watkins
Community Volunteer
Community Volunteer
2013-14 Annual Report Final pg 1-48.indd 47
STATEMENT OF FINANCIAL POSITION The following is an overview of Heart of Florida United Way’s financial performance, comparing fiscal years 2013-2014 and 2012-2013, ending June 30.
Assets 2014 2013 Cash $ 10,946,307 $ 10,361,140 Investments 9,587,230 8,356,257 Certificates of deposit - 170,036 Campaign pledges receivable, less allowance for uncollectible pledges of $1,251,048 and $1,325,758 in 2014 and 2013 respectively 7,236,964 6,440,915 Grants receivable 885,561 569,602 Other receivables 15,530 11,408 Prepaid expenses 122,567 45,955 Gifts-in-kind inventory 281,301 287,966 Property and equipment, net 3,933,863 3,949,872 Total assets $ 33,009,323 $ 30,193,151 Liabilities and Net Assets Liabilities: Accounts payable $ 566,629 $ 588,995 Accrued expenses 495,541 412,726 Campaign pledges due to designated agencies 3,751,766 2,786,404 Campaign pledges due to other United Way organizations 361,704 340,176 Grant advances 163,533 13,685 Other liabilities 144,318 97,963 Total liabilities 5,447,491 4,239,949 Net assets: Unrestricted 15,438,873 14,278,703 Temporarily restricted 11,322,959 10,874,499 Permanently restricted 800,000 800,000 Total net assets 27,561,832 25,953,202 Total liabilities and net assets $ 33,009,323 $ 30,193,151
United Way raised, managed or distributed
$26.6 MILLION to help Central Floridians in need.
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Dr. Nelson Ying Center 1940 Traylor Blvd. | Orlando, FL 32804 | www.HFUW.org | (407) 835-0900
A COPY OF THE OFFICIAL REGISTRATION (CH214) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES AT www.800helpfla.com OR BY CALLING TOLL-FREE (800435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.
2013-14 Annual Report Final pg 1-48.indd 48
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